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OMMM Global Equity Fund A USD
OMMM Global Equity Fund A USD
Old Mutual International
OMMM Global Equity Fund A USD
Price
 
Ranking
Sector: Global-Equity-General
Size: -
 
Sector Rank: 67 out of 164
(lump sum over 3 years to 31 Mar 2026)
 
Overall Rank: 141 out of 523
(lump sum over 3 years to 31 Mar 2026)
 
R20000 invested on 31 Mar 2023 was worth R27 448 at 31 Mar 2026
(11.13% annual compound return)
 
R5000 per month since 31 Mar 2023 was worth R198 200 at 31 Mar 2026
(6.17% annual return compounded monthly)
 
Please note that offshore fund performance figures are calculated from NAV prices (ie, equivalent to sell-to-sell) and therefore not directly comparable to domestic fund performance figures on this site.
 
Focus and Objective
The Principal Money Manager actively manages the Fund's allocation to the different asset classes and underlying CIS. In doing so the Principal Money Manager utilizes asset allocation, investment manager and investment strategy selection advice from the Investment Adviser. The Fund applies a quantitative and qualitative analysis investment strategy to identify eligible CIS and ETF for selection and allocation.

The geographical focus is worldwide - may invest across developed and/or emerging markets. It may invest instruments with specific industry, sector and theme focus without constraint. Up to 100% of the Fund's assets may be invested in CIS providing exposure to equity and property related classes.

The Fund may use specialist financial techniques (known as derivatives) to manage the Fund's exposures, to reduce risk, or to manage the Fund more efficiently.
 
Technical Overview
Benchmark: MSCI All Country World Index (USD)
Base currency: USD Pricing system: Forward
Formation date: 06 Feb 2020
 

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